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- Fuel and Freight Daily Update - 8/12/25
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08/12/2025
Futures Market Settles (Front Month)
All prices reflect end-of-day settlements from August 11th, 2025
Instrument | Price | Change |
|---|---|---|
WTI Future (Sept) | $63.96 | ▲ 0.08 |
Brent Final Day (Oct) | $66.63 | ▲ 0.04 |
RBOB (Sept) | $2.0766 | ▼ 0.0095 |
ULSD (Sept) | $2.291 | ▲ 0.0117 |
Ethanol CU (Sept) | $1.7800 | ▲ 0.0025 |
Crack Spreads
Spread | Value | Change |
|---|---|---|
HO/Brent (Sept) | $29.818 | ▲ 0.395 |
RB/Brent (Sept) | $14.664 | ▼ 0.416 |
HO/WTI Crack (Sept) | $32.26 | ▲ 0.41 |
ULSD & Jet Physical Market Settles
Colonial Pipeline Differentials (USGC):
ULSD 62g (C46): -7.50
Jet Fuel 54g (C47): -24.75
OPIS RIN Futures
D6 (Ethanol) | $1.1127 | ▲ 0.0027 |
D4 (Biodiesel) | $1.1740 | ▲ 0.0010 |
D5 (Advanced) | $1.1675 | (FLAT) |
D3 (Cellulosic) | $2.2200 | ▲ 0.0200 |
Freight Market Summary
Clean Tankers
Clean tanker supply in the U.S. Gulf remains abundant, but steady export demand into Latin America and the East Coast continues to provide rate support. Owners are still factoring in risk premiums and adding buffer days to voyage schedules, which has helped maintain stability despite lingering oversupply. Any slowdown in export flows could quickly shift sentiment.
Crude Tankers
VLCCs remain committed to Cape of Good Hope routing to bypass the Red Sea and Strait of Hormuz amid persistent geopolitical risk. These longer routes continue to tie up global tonnage and keep long-haul rates elevated, particularly for Middle East–Asia trade lanes.
LNG Shipping
LNG freight remains firm with tight vessel availability. Atlantic basin demand is steady, and risk‐averse routing continues to extend voyage durations. The lack of spot availability leaves the market sensitive to sudden demand surges or weather disruptions.
Routing & Geopolitical Conditions
No major changes to routing trends—clean, crude, and LNG vessels remain heavily committed to Cape of Good Hope detours. This pattern is extending voyage times, increasing operating costs, and maintaining tightness across multiple freight sectors.
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Disclaimer
This article and its contents are provided by Liquidity Energy, LLC ("The Firm") for informational purposes only and are not intended as an offer or solicitation for the purchase or sale of any commodity, futures contract, option contract, or other transaction. Although any statements of fact have been obtained from and are based on sources that the Firm believes to be reliable, we do not guarantee their accuracy, and any such information may be incomplete or condensed.
Commodity trading involves risks, and you should fully understand those risks prior to trading. Liquidity Energy LLC and its affiliates assume no liability for the use of any information contained herein. Neither the information nor any opinion expressed shall be construed as an offer to buy or sell any futures or options on futures contracts. Information contained herein was obtained from sources believed to be reliable, but is not guaranteed as to its accuracy. Any opinions expressed herein are subject to change without notice, are that of the individual, and not necessarily the opinion of Liquidity Energy LLC